SEC 13F Intelligence

Ninety One SA (Pty) Ltd / PEP

Ninety One SA (Pty) Ltd’s Pepsico Inc Position

Does Ninety One SA (Pty) Ltd own Pepsico Inc (PEP)? Not currently — the last reported position was 67.3K shares worth $11M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q4 2023
Shares
67.3K
% of Portfolio
+1.74%
Quarters Held
11
position exited

Position History PEP

Reported value by quarter
Q4 ’18: $63,000Q4 ’18Q1 ’19: $70,000Q2 ’19: $75,000Q2 ’19Q3 ’19: $78,000Q4 ’19: $78,000Q4 ’19Q3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $22MQ2 ’23: $24MQ2 ’23Q3 ’23: $9MQ4 ’23: $11MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202367.3K$11M+1.74%
Q3 202355.2K$9M+1.81%
Q2 2023127.9K$24M+5.84%
Q1 2023123.3K$22M+5.71%
Q4 202217.7K$3M+1.04%
Q3 202216.7K$3M+1.10%
Q4 2019572$78,000+0.04%
Q3 2019572$78,000+0.04%
Q2 2019572$75,000+0.04%
Q1 2019572$70,000+0.04%
Q4 2018572$63,000+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ninety One SA (Pty) Ltd’s full portfolio or all institutional holders of PEP.